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CONOVER 401(K) PLAN 401k Plan overview

Plan NameCONOVER 401(K) PLAN
Plan identification number 001

CONOVER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONOVER INSURANCE SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:CONOVER INSURANCE SERVICES, LLC
Employer identification number (EIN):273052908
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CONOVER INSURANCE SERVICES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-09-24
Company Identification Number: L10000100460
Legal Registered Office Address: 17888 67TH COURT NORTH

LOXAHATCHEE

33470

More information about CONOVER INSURANCE SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONOVER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CONNIE MORROW
0012016-01-01CONNIE MORROW
0012015-01-01CONNIE MORROW
0012014-01-01MARIKA EVE
0012013-01-01MARIKA EVE

Plan Statistics for CONOVER 401(K) PLAN

401k plan membership statisitcs for CONOVER 401(K) PLAN

Measure Date Value
2021: CONOVER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01107
Number of participants with account balances2021-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: CONOVER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01165
Number of participants with account balances2020-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: CONOVER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01183
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-0126
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: CONOVER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01147
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01177
Number of participants with account balances2018-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: CONOVER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01165
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: CONOVER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01148
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01165
Number of participants with account balances2016-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: CONOVER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01162
Number of participants with account balances2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: CONOVER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01160
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01187
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: CONOVER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01160
Number of participants with account balances2013-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015

Financial Data on CONOVER 401(K) PLAN

Measure Date Value
2021 : CONOVER 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,164,318
Total of all expenses incurred2021-12-31$9,587,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,549,785
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$664,029
Value of total assets at end of year2021-12-31$10,435,897
Value of total assets at beginning of year2021-12-31$16,859,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,053
Total interest from all sources2021-12-31$5,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$38,053
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$645,529
Participant contributions at end of year2021-12-31$6,912
Participant contributions at beginning of year2021-12-31$133,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-6,423,520
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,435,897
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,859,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,645,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,288,271
Interest on participant loans2021-12-31$3,106
Interest earned on other investments2021-12-31$1,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$764,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,377,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,495,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$18,500
Employer contributions (assets) at end of year2021-12-31$18,500
Employer contributions (assets) at beginning of year2021-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,549,785
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SWEENEY CONRAD, P.S
Accountancy firm EIN2021-12-31911301672
2020 : CONOVER 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,147,984
Total of all expenses incurred2020-12-31$1,612,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,577,768
Value of total corrective distributions2020-12-31$3,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,034,351
Value of total assets at end of year2020-12-31$16,859,417
Value of total assets at beginning of year2020-12-31$15,323,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,427
Total interest from all sources2020-12-31$9,177
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$554,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$554,040
Administrative expenses professional fees incurred2020-12-31$31,427
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$974,351
Participant contributions at end of year2020-12-31$133,410
Participant contributions at beginning of year2020-12-31$190,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,535,784
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,859,417
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,323,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,288,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,541,861
Interest on participant loans2020-12-31$9,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,377,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,531,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,550,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$60,000
Employer contributions (assets) at end of year2020-12-31$60,000
Employer contributions (assets) at beginning of year2020-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,577,768
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2020-12-31911301672
2019 : CONOVER 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,885,065
Total of all expenses incurred2019-12-31$773,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$733,700
Value of total corrective distributions2019-12-31$4,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,101,196
Value of total assets at end of year2019-12-31$15,323,633
Value of total assets at beginning of year2019-12-31$12,212,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,280
Total interest from all sources2019-12-31$11,416
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,766
Administrative expenses professional fees incurred2019-12-31$35,280
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$964,611
Participant contributions at end of year2019-12-31$190,300
Participant contributions at beginning of year2019-12-31$221,247
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$76,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,111,388
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,323,633
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,212,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,541,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,499,691
Interest on participant loans2019-12-31$11,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,531,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,421,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,741,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$60,000
Employer contributions (assets) at end of year2019-12-31$60,000
Employer contributions (assets) at beginning of year2019-12-31$70,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$733,700
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2019-12-31911301672
2018 : CONOVER 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$233,745
Total of all expenses incurred2018-12-31$1,790,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,753,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,010,558
Value of total assets at end of year2018-12-31$12,212,245
Value of total assets at beginning of year2018-12-31$13,769,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,046
Total interest from all sources2018-12-31$8,938
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$37,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$37,080
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$886,488
Participant contributions at end of year2018-12-31$221,247
Participant contributions at beginning of year2018-12-31$192,296
Participant contributions at beginning of year2018-12-31$581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,557,245
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,212,245
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,769,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$32,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,499,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,652,966
Interest on participant loans2018-12-31$8,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,421,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,863,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-822,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$70,000
Employer contributions (assets) at end of year2018-12-31$70,000
Employer contributions (assets) at beginning of year2018-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,753,944
Contract administrator fees2018-12-31$4,560
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SWEENEY CONRAD PS
Accountancy firm EIN2018-12-31911301672
2017 : CONOVER 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,600,770
Total of all expenses incurred2017-12-31$701,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$665,144
Expenses. Certain deemed distributions of participant loans2017-12-31$2,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$910,545
Value of total assets at end of year2017-12-31$13,769,490
Value of total assets at beginning of year2017-12-31$11,870,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,054
Total interest from all sources2017-12-31$8,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$783,397
Participant contributions at end of year2017-12-31$192,296
Participant contributions at beginning of year2017-12-31$172,168
Participant contributions at end of year2017-12-31$581
Participant contributions at beginning of year2017-12-31$54,757
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,148
Other income not declared elsewhere2017-12-31$44,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,899,348
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,769,490
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,870,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$29,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,652,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,345,314
Interest on participant loans2017-12-31$8,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,863,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,217,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,637,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$60,000
Employer contributions (assets) at end of year2017-12-31$60,000
Employer contributions (assets) at beginning of year2017-12-31$80,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$665,144
Contract administrator fees2017-12-31$4,400
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SWEENEY CONRAD P.S.
Accountancy firm EIN2017-12-31911301672
2016 : CONOVER 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,100,314
Total of all expenses incurred2016-12-31$452,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$422,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,106,995
Value of total assets at end of year2016-12-31$11,870,142
Value of total assets at beginning of year2016-12-31$10,222,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,057
Total interest from all sources2016-12-31$9,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$821,613
Participant contributions at end of year2016-12-31$172,168
Participant contributions at beginning of year2016-12-31$276,705
Participant contributions at end of year2016-12-31$54,757
Participant contributions at beginning of year2016-12-31$58,655
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$205,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$105
Other income not declared elsewhere2016-12-31$48,996
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,648,082
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,870,142
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,222,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,345,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,767,618
Interest on participant loans2016-12-31$9,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,217,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,058,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$934,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$79,895
Employer contributions (assets) at end of year2016-12-31$80,000
Employer contributions (assets) at beginning of year2016-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$422,175
Contract administrator fees2016-12-31$2,445
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SWEENEY CONRAD P.S.
Accountancy firm EIN2016-12-31911301672
2015 : CONOVER 401(K) PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$69
Total income from all sources (including contributions)2015-12-31$865,714
Total of all expenses incurred2015-12-31$775,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$711,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$881,997
Value of total assets at end of year2015-12-31$10,222,060
Value of total assets at beginning of year2015-12-31$10,132,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,925
Total interest from all sources2015-12-31$20,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$813,711
Participant contributions at end of year2015-12-31$276,705
Participant contributions at beginning of year2015-12-31$290,082
Participant contributions at end of year2015-12-31$58,655
Participant contributions at beginning of year2015-12-31$53,171
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$69
Total non interest bearing cash at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$89,919
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,222,060
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,132,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,767,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,683,220
Interest on participant loans2015-12-31$11,561
Interest earned on other investments2015-12-31$9,340
Value of interest in common/collective trusts at beginning of year2015-12-31$2,045,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,058,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,184
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$60,000
Employer contributions (assets) at end of year2015-12-31$60,000
Employer contributions (assets) at beginning of year2015-12-31$60,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$711,870
Contract administrator fees2015-12-31$63,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SWEENEY CONRAD P. S.
Accountancy firm EIN2015-12-31911301672
2014 : CONOVER 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$415,567
Total unrealized appreciation/depreciation of assets2014-12-31$415,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$69
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,511,763
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$609,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$563,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$812,020
Value of total assets at end of year2014-12-31$10,132,210
Value of total assets at beginning of year2014-12-31$9,230,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,209
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$9,121
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$227,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$227,262
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$46,209
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$708,027
Participant contributions at end of year2014-12-31$290,082
Participant contributions at beginning of year2014-12-31$188,075
Participant contributions at end of year2014-12-31$53,171
Participant contributions at beginning of year2014-12-31$48,388
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$24
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$69
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$902,114
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,132,141
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,230,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,683,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,812,578
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$9,121
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,045,737
Value of interest in common/collective trusts at beginning of year2014-12-31$2,120,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$47,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$60,153
Employer contributions (assets) at end of year2014-12-31$60,000
Employer contributions (assets) at beginning of year2014-12-31$60,442
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$563,440
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2014-12-31911301672
2013 : CONOVER 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,424,485
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$599,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$543,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$808,533
Value of total assets at end of year2013-12-31$9,230,027
Value of total assets at beginning of year2013-12-31$7,405,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$56,158
Total interest from all sources2013-12-31$8,947
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$242,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$242,381
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$27,350
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$667,857
Participant contributions at end of year2013-12-31$188,075
Participant contributions at beginning of year2013-12-31$131,760
Participant contributions at end of year2013-12-31$48,388
Participant contributions at beginning of year2013-12-31$47,918
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$21,369
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$80,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$24
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$196
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,824,595
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,230,027
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,405,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$28,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,812,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,198,814
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$8,923
Interest earned on other investments2013-12-31$24
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$2,120,520
Value of interest in common/collective trusts at beginning of year2013-12-31$1,005,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,335,463
Net investment gain or loss from common/collective trusts2013-12-31$28,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$60,442
Employer contributions (assets) at end of year2013-12-31$60,442
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$543,732
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SWEENEY CONRAD, P.S.
Accountancy firm EIN2013-12-31911301672

Form 5500 Responses for CONOVER 401(K) PLAN

2021: CONOVER 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONOVER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONOVER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONOVER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONOVER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONOVER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONOVER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONOVER 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONOVER 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61982-1
Policy instance 1
Insurance contract or identification numberMR 61982-1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61982-1
Policy instance 1
Insurance contract or identification numberMR 61982-1
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61982-1
Policy instance 1
Insurance contract or identification numberMR 61982-1
Number of Individuals Covered169
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61982-1
Policy instance 1
Insurance contract or identification numberMR 61982-1
Number of Individuals Covered170
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61982-1
Policy instance 1
Insurance contract or identification numberMR 61982-1
Number of Individuals Covered150
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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